Alec P. Tuckman

Founder and CEO of WMPLA
🪪
License No:
0I98164
📍
Encino
,
California
About
Alec P. Tuckman

I’m Alec P. Tuckman, AIF®, ChFC®, CRC®, a Certified Retirement Counselor and Fiduciary, and I’ve been investing for more than 27 years. As the CEO of WMPLA, I grew up surrounded by economic principles and financial discussions from a very young age. My background is deeply rooted in finance and business—raised by award-winning economists, the brother of a day trader, married to a mortgage banker, and the grandson of a successful businessman and foundation leader. Because of this environment, I’ve had over 40 years of education and exposure to understanding how money works and how money makes money.

Services Offered
Wealth Management
Financial Planning
Investment / Portfolio Management
Retirement Planning
Tax Strategy & Planning
Insurance Planning
Estate Planning
Education Planning
Market Risk Mitigation
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